You can allow users to filter the data displayed in a Visual Insight analysis by adding attributes and metrics to the Filters panel. For example, an analysis displays sales data for several different product categories, from 2007 to 2010. An analyst can filter the data in the analysis to only display sales data for books and movies in 2010.
Separate steps are below to add attributes and metrics to the Filters panel.
You must have already created the analysis for which you want to add objects for filtering.
You must have the Web Visual Insight and Execute Document or Analysis privileges.
Click the name of the analysis to run it.
From the Dataset
Objects panel, click the attribute you want to use to filter data,
and drag it onto the Filters panel.
You can place the attribute above or below the report objects already
displayed in the panel.
Note: If the Dataset Objects panel is not displayed, click the
Dataset Objects icon in the analysis
toolbar. If the Filters panel is not displayed, click the Filters
icon in the analysis toolbar.
Hover the cursor over the name of the attribute you just added, then click the arrow icon. A list of options is displayed.
Point to Display, then select the display style you want to use to select attribute elements. The options are:
Check Boxes
Slider
Radio Buttons
Drop-down
You can choose to include or exclude data using elements selected in the filter. Do one of the following:
To display data in the analysis only for selected elements, select Include.
To display data in the analysis for all elements except the elements that are selected, select Exclude.
You must have already created the analysis for which you want to add objects for filtering.
You must have the Web Visual Insight and Execute Document or Analysis privileges.
Click the name of the analysis to run it.
From the Dataset
Objects panel, click the metric you want to use to filter data,
and drag it onto the Filters panel.
You can place the metric above or below the report objects already displayed
in the panel.
Note: If the Dataset Objects panel is not displayed, click the
Dataset Objects icon in the analysis
toolbar. If the Filters panel is not displayed, click the Filters
icon in the analysis toolbar.
Hover the cursor over the name of the metric you just added, then click the arrow icon. Point to Display Style and select one of the following:
To filter data by creating a qualification on a metric, select Qualification.
To filter data by choosing values on a slider, select Slider.
Hover the cursor over the name of the metric you just added, then click the arrow icon and select one of the following:
To filter on the metric's values, select Qualify on Value. For example, you can display data only for stores with profit data greater than or equal to $1,000,000.
To assign a numeric rank to the metric values, where 1 is the highest metric value, and then filter by rank, select Rank Highest. For example, you can display data for the ten employees with the longest tenure in years.
To assign a numeric rank to the metric values, where 1 is the lowest metric value, and then filter by rank, select Rank Lowest. For example, you can display data for the ten stores with the lowest costs.
To filter by the top x% of metric values, select Rank % Highest. For example, if eight items are displayed in a visualization, Rank % Highest = 25 displays the top two items.
To filter by the bottom x% of metric values, select Rank % Lowest. For example, if eight items are displayed in a visualization, Rank % Lowest = 25 displays the bottom two items.
Do one of the following:
To allow users to filter data by creating a qualification on a metric, perform the following steps:
Click Greater than or equal to. From the drop-down list, select the operator you want to use to compare data, such as Less Than or Equals.
In the field, type the value you want to use to filter data, then press ENTER. The qualification is created.
To allow users to filter data by choosing values on a slider, perform the following steps:
Click and drag the endpoints of the slider to cover the range of values for which you want to filter data.
You can choose to include or exclude data using the values selected in the slider. Hover the cursor over the metric name and click the arrow icon, then do one of the following:
To display data in the analysis only for metric values selected in the slider, select Include.
To display data in the analysis for all metric values except the values selected in the slider, select Exclude.
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